| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Invesco Ltd. | 3,779,208 | 54,458,000 | 24.64% | ||
| 2 | FINANCIAL STRATEGY NETWORK, LLC | 1,807,132 | 26,400,000 | 11.95% | ||
| 3 | MORGAN STANLEY | 1,457,566 | 21,004,000 | 9.50% | ||
| 4 | WELLS FARGO & COMPANY/MN | 1,302,706 | 18,772,000 | 8.49% | ||
| 5 | JONES FINANCIAL COMPANIES LLLP | 762,857 | 10,993,000 | 4.97% | ||
| 6 | Country Club Trust Company, n.a. | 700,337 | 10,092,000 | 4.57% | ||
| 7 | UBS Group AG | 675,597 | 9,735,000 | 4.41% | ||
| 8 | BANK OF AMERICA CORP /DE/ | 509,914 | 7,348,000 | 3.33% | ||
| 9 | Creative Planning | 462,770 | 6,669,000 | 3.02% | ||
| 10 | AMERIPRISE FINANCIAL INC | 325,436 | 4,686,000 | 2.12% | ||
| 11 | LPL Financial LLC | 294,372 | 4,283,000 | 1.94% | ||
| 12 | AHRENS INVESTMENT PARTNERS LLC | 253,200 | 3,649,000 | 1.65% | ||
| 13 | Mariner, LLC | 241,845 | 3,485,000 | 1.58% | ||
| 14 | Capital Investment Advisors, LLC | 187,949 | 2,708,000 | 1.23% | ||
| 15 | ROYAL BANK OF CANADA | 163,704 | 2,359,000 | 1.07% | ||
| 16 | FIRST AMERICAN TRUST, FSB | 154,371 | 2,224,000 | 1.01% | ||
| 17 | ADVISOR GROUP, INC. | 150,849 | 2,174,000 | 0.98% | ||
| 18 | THOMASPARTNERS, INC. | 114,659 | 1,652,000 | 0.75% | ||
| 19 | PACIFIC WEALTH STRATEGIES GROUP, INC. | 97,053 | 1,399,000 | 0.63% | ||
| 20 | BOSTON ADVISORS LLC | 91,403 | 1,317,000 | 0.60% | ||
| 21 | RAYMOND JAMES & ASSOCIATES | 86,422 | 1,245,000 | 0.56% | ||
| 22 | JANUS HENDERSON GROUP PLC | 80,324 | 1,155,000 | 0.52% | ||
| 23 | Sigma Planning Corp | 75,252 | 1,084,000 | 0.49% | ||
| 24 | STIFEL FINANCIAL CORP | 71,242 | 1,025,000 | 0.46% | ||
| 25 | ZIONS BANCORPORATION | 68,969 | 994,000 | 0.45% | ||
| 26 | SYNOVUS FINANCIAL CORP | 67,012 | 966,000 | 0.44% | ||
| 27 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 63,437 | 914,000 | 0.41% | ||
| 28 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 63,177 | 910,000 | 0.41% | ||
| 29 | Capital Advisors, Ltd. LLC | 59,817 | 862,000 | 0.39% | ||
| 30 | NATIONAL PLANNING CORP | 55,160 | 808,000 | 0.37% | ||
| 31 | Concert Wealth Management Inc. | 53,581 | 769,000 | 0.35% | ||
| 32 | CORNERSTONE WEALTH MANAGEMENT, LLC | 51,335 | 747,000 | 0.34% | ||
| 33 | INVESTMENT CENTERS OF AMERICA INC | 47,913 | 687,000 | 0.31% | ||
| 34 | Forest Hill Capital, LLC | 47,500 | 684,000 | 0.31% | ||
| 35 | Commonwealth Equity Services, Inc | 46,384 | 668,000 | 0.30% | ||
| 36 | BB&T SECURITIES, LLC | 43,378 | 638,000 | 0.29% | ||
| 37 | NATIXIS ADVISORS, LLC | 42,619 | 614,000 | 0.28% | ||
| 38 | Virtu KCG Holdings LLC | 41,638 | 600,000 | 0.27% | ||
| 39 | ENVESTNET ASSET MANAGEMENT INC | 37,175 | 534,000 | 0.24% | ||
| 40 | MSI Financial Services Inc | 36,860 | 531,000 | 0.24% | ||
| 41 | Raymond James Financial Services Advisors, Inc. | 36,433 | 525,000 | 0.24% | ||
| 42 | First Personal Financial Services | 35,239 | 508,000 | 0.23% | ||
| 43 | NWAM LLC | 31,590 | 455,000 | 0.21% | ||
| 44 | Essex Financial Services, Inc. | 30,775 | 443,000 | 0.20% | ||
| 45 | PNC FINANCIAL SERVICES GROUP, INC. | 28,624 | 412,000 | 0.19% | ||
| 46 | Janney Montgomery Scott LLC | 27,957 | 403,000 | 0.18% | ||
| 47 | M&T BANK CORP | 26,149 | 377,000 | 0.17% | ||
| 48 | Raab & Moskowitz Asset Management LLC | 24,075 | 346,000 | 0.16% | ||
| 49 | COMMERCE BANK | 23,060 | 332,000 | 0.15% | ||
| 50 | WAYNE HUMMER INVESTMENTS L.L.C. | 22,750 | 328,000 | 0.15% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
